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Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
326	TA Teton Advisors Rye, New York	$21.4M	$0	1	1.88%	Maintained
327	Vaughan David Investments Peoria, Illinois	$21.4M	-$969K	1	1.16%	Reduced
328	Thompson Siegel & Walmsley Richmond, Virginia	$21.3M	-$5.95M	4	0.33%	Reduced
329	SAM Shell Asset Management The Hague, Netherlands	$21.3M	-$794K	3	0.44%	Reduced
330	MSA Mason Street Advisors Milwaukee, Wisconsin	$21.1M	-$33.5K	7	0.6%	Reduced
331	ANI American National Insurance Galveston, Texas	$21M	$0	2	1.22%	Maintained
332	NC Northpointe Capital Bloomfield Hills, Michigan	$20.9M	-$1.5M	3	2.17%	Reduced
333	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$20.7M	-$2.59M	2	0.32%	Reduced
334	Clifford Swan Investment Counsel Pasadena, California	$20.6M	-$10.7K	3	1.39%	Reduced
335	DnB Asset Management Oslo, Norway	$20.6M	+$678K	2	0.41%	Increased
336	SI Standard Investments New York	$20.3M	+$7.01M	1	3.71%	Increased
337	PineBridge Investments New York	$20.2M	-$34.1K	5	0.9%	Reduced
338	Kornitzer Capital Management Shawnee Mission, Kansas	$20.1M	+$12M	2	0.36%	Increased
339	MCM McKinley Capital Management Anchorage, Alaska	$20.1M	+$3.17M	1	0.72%	Increased
340	NAM NorthCoast Asset Management Greenwich, Connecticut	$20.1M	+$20.3M	1	1.63%	New
341	1832 Asset Management Toronto, Ontario, Canada	$19.9M	+$1.14M	2	0.07%	Increased
342	Asset Management One Tokyo, Japan	$19.8M	-$968K	4	0.29%	Reduced
343	Silvercrest Asset Management New York	$19.7M	-$247K	2	0.24%	Reduced
344	CF Cypress Funds Los Angeles, California	$19.7M	-$217K	1	4.23%	Reduced
345	SI Sprott Inc Toronto, Ontario, Canada	$19.7M	-$108K	1	0.7%	Reduced
346	Carnegie Investment Counsel Pepper Pike, Ohio	$19.6M	-$528K	2	2.83%	Reduced
347	Heritage Investors Management Corp Bethesda, Maryland	$19.5M	-$374K	2	1.44%	Reduced
348	Zurich Insurance Group Zurich, Switzerland	$19.5M	-$3.09M	3	0.65%	Reduced
349	GAI General American Investors New York	$19.3M	-$11.6M	1	1.97%	Reduced
350	ING Group Amsterdam, Netherlands	$19.2M	+$18M	3	0.23%	Increased